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LRI Investments’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

LRI Investments’s Portfolio XLF Stock Details XLF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$892K Hold
16,635
– – 0.07% 137
2026
Q1 		$821K Sell
16,635
-665
-4% -$34.7K 0.07% 130
2025
Q4 		$948K Sell
17,300
-159
-0.9% -$8.47K 0.08% 117
2025
Q3 		$941K Hold
17,459
– – 0.08% 116
2025
Q2 		$914K Sell
17,459
-1,348
-7% -$66.7K 0.08% 114
2025
Q1 		$937K Buy
18,807
+1,348
+8% +$67.6K 0.09% 112
2024
Q4 		$844K Hold
17,459
– – 0.08% 95
2024
Q3 		$867K Buy
17,459
+15,095
+639% +$659K 0.08% 101
2024
Q2 		$97.2K Hold
2,364
– – 0.01% 386
2024
Q1 		$99.6K Buy
+2,364
New +$93.3K 0.03% 204

Other funds holding XLF

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
PIA
Petredis Investment Advisors Warrendale, Pennsylvania $1.49B AUM 50.55% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
SCB
Saudi Central Bank Riyadh, Saudi Arabia $7.63B AUM 53.44% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

LRI Investments's XLF Position: Q2 2026 in Review

LRI Investments held its State Street Financial Select Sector SPDR ETF (XLF) position steady in Q2 2026 at 16,635 shares worth $892K. The position accounts for 0.07% of the portfolio, ranked #137.

LRI Investments first reported a position in XLF in Q1 2024 and has held it in 10 quarters since. The position peaked at $948K in Q4 2025. 902 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

  • LRI Investments held 16,635 shares of State Street Financial Select Sector SPDR ETF worth $892K as of Q2 2026.
  • LRI Investments left its State Street Financial Select Sector SPDR ETF share count unchanged in Q2 2026.
  • State Street Financial Select Sector SPDR ETF made up 0.07% of LRI Investments's portfolio in Q2 2026, its #137 holding.
  • LRI Investments first reported a position in State Street Financial Select Sector SPDR ETF in Q1 2024 and has held it in 10 quarters since.
  • LRI Investments's State Street Financial Select Sector SPDR ETF position peaked at $948K in Q4 2025.
  • 902 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.